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20121217
20121217
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CNBC
Dec 17, 2012 9:00am EST
on apple. >> let's get to some of the arguments that were laid out by your cohorts over at citi. one of them is good, but not great demand for the iphone 5. specifically they're citing competition from samsung. what we saw in the second quarter, when apple was out of the china market is it lost market share significantly in the second quarter. if it does launch and get the china mobile deal in the second half of 2013, have people already bought their galaxies and android phones out there, so that's a loss opportunity for them. >> the market obviously is very large. over 2 billion units globally for cell phones. obviously samsung is the top dog. they ship about twice as many smartphones every quarter than apple does currently. we think the market is big enough for multiple parties to win. if you look at it from a profit perspective, apple dominates the market share, the lion's share of taking the profits out of the cell phone space. we still that still has legs for a couple of years. we think pulling the trigger here on apple and selling is not the right move. valuation is cheap. we t
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